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SEIZERT CAPITAL PARTNERS, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEIZERT CAPITAL PARTNERS, LLC on JPM, newest first. How the timeline and the estimate are built.

SEIZERT CAPITAL PARTNERS, LLC held 216,882 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,882 shares
    Change vs previous 13F -8,021 shares

    2.93% of the 13F portfolio, value $70,991,985.

    13F-HR 0001134283-26-000007 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 224,903 shares
    Change vs previous 13F -8,991 shares

    3.04% of the 13F portfolio, value $66,157,466.

    13F-HR 0001134283-26-000005 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 233,894 shares
    Change vs previous 13F -5,725 shares

    3.18% of the 13F portfolio, value $75,365,325.

    13F-HR 0001134283-26-000003 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 239,619 shares
    Change vs previous 13F -39,470 shares

    3.27% of the 13F portfolio, value $75,583,021.

    13F-HR 0001420506-25-002932 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 279,089 shares
    Change vs previous 13F +985 shares

    3.56% of the 13F portfolio, value $80,910,692.

    13F-HR 0001420506-25-001820 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 278,104 shares
    Change vs previous 13F -6,810 shares

    3.13% of the 13F portfolio, value $68,218,911.

    13F-HR 0001420506-25-000931 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 284,914 shares
    Change vs previous 13F +12,919 shares

    3.08% of the 13F portfolio, value $68,296,735.

    13F-HR 0001420506-25-000171 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 271,995 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $57,352,866.

    13F-HR 0001420506-24-002243 filed by SEIZERT CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).